What kinds of custom software does Bosseo describe for law firms?+
Bosseo describes client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate build depends on your workflow and scope.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo says you can begin by describing the bottleneck in plain English. You should still prepare examples of the current workflow, users, data, permissions and desired outcome so the consultation can produce a meaningful scope.
Can Bosseo connect a tool to our existing systems?+
Bosseo describes connections with a firm’s website, intake, dashboard, CRM, case-management system and marketing stack. Ask Bosseo to confirm compatibility, data movement, permissions and error handling for your specific systems.
Who hosts and maintains the custom tool?+
Bosseo’s public page says it hosts, monitors and maintains the tools it builds and describes dedicated servers and backed-up infrastructure. Ask for the specific hosting, backup, recovery and security details relevant to your firm.
How should our firm decide whether custom software is justified?+
Compare the recurring bottleneck with the cost and risk of building, maintaining and adopting a tool. Also consider whether an existing product already meets the requirement. The consultation should be able to conclude that custom software is not necessary when it is not the right fit.
What should we test before approving a build?+
Test ordinary workflow scenarios, required and missing information, permissions, corrections, duplicate records, failed transfers and recovery expectations. Define acceptance criteria before approval rather than relying on a visual demonstration alone.